Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RANCH CAPITAL ADVISORS INC | 02-14-2024 | 12-31-2023 | 146 | 160,416,880 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN MUN HIGH INCOME OPPOR | COM | 251 | $202,728 | 20,519 | 0.00 | 0.00 | -4,017 | -16.37 | 12-31-2023 |
| BLACKROCK MUNICIPAL INCOME | COM | 252 | $202,552 | 17,401 | 0.00 | 0.00 | -7,945 | -31.35 | 12-31-2023 |
| BLACKROCK MUNIYIELD FD INC | COM | 253 | $201,521 | 18,694 | 0.00 | 0.00 | -3,256 | -14.83 | 12-31-2023 |
| EMERSON ELEC CO | COM | Liquidated | $0 | 0 | 0.00 | 2,222 | +Inf | 12-31-2023 |
